Wealth Advisor

SimpleWEALTH is a growing private wealth advisory firm, based in Garden City, NY, built for advisors who want to serve sophisticated clients across the full spectrum of wealth management. We currently focus on comprehensive advisory for high-net-worth and ultra-high-net-worth clients including business owners, multi-generational families, and clients navigating liquidity events, with capabilities spanning investment management, tax-aware planning, estate and succession coordination, private market access, and a full traditional public-markets platform. We operate as a fee-only fiduciary, SEC-registered investment adviser and are seeking experienced wealth advisors and supporting staff.

Our firm is affiliated with an established real estate and specialty finance platform with active operating businesses, properties, and investment-related entities. That affiliation provides advisors with immediate access to private market opportunities, operational infrastructure, advanced tax and planning resources, and industry relationships, not a cold start.

This is an opportunity to help build a family office advisory platform early, with flexibility to grow our AUM across the full client spectrum while leveraging internal deal flow, shared resources, firm-funded growth support, and long-term expansion plans.

Responsibilities

• Serve as the lead fiduciary advisor for a book of high-net-worth and ultra-high-net-worth clients
• Develop ne